JDH Wealth Management
FIX icon

JDH Wealth Management’s Comfort Systems FIX Stock Holding History

JDH Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-150
Closed -$297K – 62
2026
Q2 		$297K Sell
150
-2
-1% -$3.63K 0.18% 47
2026
Q1 		$210K Buy
+152
New +$193K 0.14% 51

Other funds holding FIX

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

JDH Wealth Management's FIX Position: Q3 2026 in Review

JDH Wealth Management sold out of Comfort Systems (FIX) in Q3 2026, closing a stake of 150 shares — an estimated $297K sold.

JDH Wealth Management first reported a position in FIX in Q1 2026 and held it in 2 quarters. The position peaked at $297K in Q2 2026. 439 funds tracked by Wall St. Rank hold FIX as of Q3 2026.

  • JDH Wealth Management reported no remaining Comfort Systems position as of Q3 2026 after selling out during the quarter.
  • JDH Wealth Management sold 150 Comfort Systems shares in Q3 2026, an estimated $297K.
  • JDH Wealth Management first reported a position in Comfort Systems in Q1 2026 and held it in 2 quarters.
  • JDH Wealth Management's Comfort Systems position peaked at $297K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.